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Private foundation (trust)EIN 391923558Est. 1999-02

THE ROBERT D AND PATRICIA E KERN

WAUKESHA, WI 53189

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Total Assets

$841.8M

FY 2023

Annual Giving

$54.0M

FY 2023

Grants Made

137

FY 2023

Avg Grant

$394K

FY 2023

Grant Range

$1K–$8.1M

Typical

Deadlines

—

Applications

Programs & Activities

Program 1

$11.8M

Franklincovey client sales inc. - consulting to expand the leader in me network

Program 2

$625K

Maintenance and enhancement of keen digital platform for use by the keen network of over 6,600 users

Program 3

$1.3M

Faculty development - 14 conferences convened to train faculty within the keen network with 244 grantees in attendance

Program 4

$980K

Keen program network conferences - hosted 2 events in 2023 with a total of 555 grantees in attendance

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$170.2M

Total Expenses

$80.7M

Qualifying Distributions

$75.5M

Distributable Amount

$40.8M

Min. Investment Return

$41.1M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

137 grants

Grant sizes from minimum $1K through median $113K to maximum $8.1M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $54.1M in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

380 grants

THE MEDICAL COLLEGE OF WISCONSIN INC
$12.2M
3 grants
MTF FUND
$11.3M
3 grants
GREATHEARTS FOUNDATION
$9.6M
3 grants
ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY
$7.6M
3 grants
MILWAUKEE SCHOOL OF ENGINEERING
$7.2M
3 grants
CHARTER FUND INC
$6M
1 grant
ACTON INSTITUTE FOR THE STUDY OF RELIGION AND LIBERTY
$5.3M
3 grants
GRAND CANYON UNIVERSITY
$2.8M
3 grants

Grant Size Distribution

380 grants

<$10K
33
grants
$10–50K
102
grants
$50–250K
127
grants
$250K–1M
92
grants
$1–5M
21
grants
$5M+
5
grants

Geographic Focus

37 states

Wisconsin
$26.1M
18% of total
Arizona
$20.0M
14% of total
Kansas
$11.4M
8% of total
Virginia
$6.4M
4% of total
Michigan
$6.2M
4% of total
Colorado
$6.1M
4% of total
Tennessee
$5.7M
4% of total
Massachusetts
$5.6M
4% of total
District of Columbia
$5.6M
4% of total
Alabama
$5.6M
4% of total

+27 more states

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